To state the obvious: iTunes music downloads are down while downloads of apps are up sharply: 35% year over year and 50% in December alone.
But what's really changed, he believes, is how people are spending their time.
"Consumers have a fixed time budget, a more rigid constraint than their spending budget. Competition for a slice of a consumer's time budget is far tougher than competition for a slice of a consumer's wallet. So what's amazing is that apps have successfully grabbed a share of this time budget."
For now, apps are mostly filling downtime or "boredom." But as the experiences they offer become richer and more compelling they could move upmarket into Hollywood's territory -- with casual gaming and social media apps, for example, become increasingly addictive and taking over time that used to be spent watching TV.
"This is the insidious march of a disruptor," Dediu writes. "It gains a foothold in a context where it has no competition and then relentlessly gets better, eventually displacing the far better suited alternatives. This is what I believe is happening with apps. They are asymmetric in their competition with established media and as a result they are easily ignored and brushed off as irrelevant competition. That is until the incumbent media sees a sudden drop in consumption. Even then, the culprit blamed is not the upstart but some structural issue...
"The angst and trauma suffered by the media industry when dealing with what could be seen as a trivial change in the encoding of content [i.e. from analog to digital] are the stuff of lore and legend. Moving to apps could be even more troubling. Mainly because there is already a distribution channel in place. And it's owned by a set of companies whose motives and business models are completely different."
LINK: Of bits and big bucks.
Did a 1.3GB file downloaded 6.3 million times per hour push Internet traffic to 112%?
FORTUNE -- The mobile analytics firm Mixpanel has posted a cool little widget that lets you track the rate at which Apple's (AAPL) mobile customers are switching from iOS 6 to iOS 7.
Here's what it tells us:
As of 1 p.m. Eastern Wednesday, when Apple released its new operating system, the previous version was running on 93% MOREPhilip Elmer-DeWitt - Sep 19, 2013 8:23 AM ET
The quirky game has been downloaded a million times per day on Android over the weekend.
If there was ever a question of Google's Android being a viable gaming platform, RovioMobile's release of the full version of Angry Birds may have answered it. On Saturday and Sunday, Rovio distributed a million of their Angry Birds apps for Android through GetJar and then the Android Market. They added another million on Sunday.
Rovio gives Angry MORESeth Weintraub - Oct 18, 2010 10:04 AM ET
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